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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

124 hedge funds and large institutions have $351M invested in iShares Mortgage Real Estate ETF in 2014 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 15 closing their positions.

Holders
124
Holders Change
+9
Holders Change %
+7.83%
% of All Funds
3.31%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.19%
New
27
Increased
47
Reduced
38
Closed
15
Calls
$850K
Puts
$14.6M
Net Calls
-$13.7M
Net Calls Change
+$1.29M

Top Buyers

1
CIA
1
Capital Investment Advisors
Georgia
$12.9M
2
BIA
2
Barry Investment Advisors
Massachusetts
$9.5M
3
UBS Group
3
UBS Group
Switzerland
$8.15M
4
BFA
4
BlackRock Fund Advisors
California
$33.5M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$28.2M

Top Sellers

1
PSI
1
Pinnacle Summer Investments
Virginia
$1.78M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
LPL Financial
3
LPL Financial
California
$14.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$33.1M
5
TRCT
5
Tower Research Capital (TRC)
New York
$1.24M
Name Market Value Shares Shares
Change 		Shares
Change %
MFS
76
MSI Financial Services
Massachusetts
$398K 33,980 -1,433 -4%
LS
77
Lattice Strategies
Pennsylvania
$393K 33,600 -6,775 -17%
BB
78
Bell Bank
North Dakota
$381K 32,540 +32,540 New
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$369K 31,550 – –
HF
80
Hoxton Financial
West Virginia
$367K 31,323 +6,065 +24%
TC
81
Telemus Capital
Michigan
$344K 29,387 -80 -0.3%
LTFS
82
Ladenburg Thalmann Financial Services
Florida
$333K 28,445 +15,770 +124%
EGA
83
E&G Advisors
Texas
$312K 26,669 -153 -0.6%
JPMorgan Chase & Co
84
JPMorgan Chase & Co
New York
$279K 23,800 – –
NPC
85
National Planning Corporation
California
$270K 22,765 +5,937 +35%
ECM
86
Evergreen Capital Management
Washington
$253K 21,425 – –
GWM
87
Greenwich Wealth Management
Connecticut
$252K 21,543 +2,850 +15%
BJ
88
Brouwer & Janachowski
California
$248K 21,213 -2,000 -9%
Stifel Financial
89
Stifel Financial
Missouri
$242K 20,700 -5,193 -20%
CAN
90
Cetera Advisor Networks
California
$229K 19,645 -1,497 -7%
AI
91
Atria Investments
North Carolina
$193K 16,489 -1,734 -10%
BCM
92
Brookstone Capital Management
Illinois
$188K 16,079 -7,280 -31%
CG
93
Colony Group
Massachusetts
$187K 16,000 -720 -4%
OC
94
Oarsman Capital
Wisconsin
$178K 15,233 -460 -3%
WPC
95
Waters Parkerson & Co
Louisiana
$176K 15,000 – –
DG
96
Davidson & Garrard
Virginia
$157K 13,423 -6,127 -31%
SAC
97
Smith Affiliated Capital
New York
– – – –
Walleye Trading
98
Walleye Trading
New York
$144K 12,330 +6,638 +117%
MHS
99
M Holdings Securities
Oregon
$142K 12,111 +2,828 +30%
EFS
100
Essex Financial Services
Connecticut
$126K 10,775 – –
2 3
4
5 6